The Gillmor Gang — John Borthwick, Dan Farber, Robert Scoble, Kevin Marks, John Taschek, and Steve Gillmor — bask in the afterglow of the 19 Billion Dollar Bash. The reasons for the WhatsApp deal are many: taking the rapidly growing messaging app off the table, turning Facebook into an appregator, introducing the media to the startling notion that the US market is just a piece of the tech puzzle.
Whether it adds up today or not, a quick look at how Instagram retained its youth population almost without the acquisition being noticed by its viral fans suggests that 19 billion may turn out to be a much smaller number than it is today. And for those who think the platform wars are over, this is the starting flag for the notification sweepstakes. When Aaron Levie starts feeling around for his wallet, you know the game is afoot.